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After the peak of the Robot Concept stocks, be wary of short-term divergences. AI and CSI Consumer 360 index may still have rotational opportunities.
Track the entire lifecycle of the main Sector.
A significant bullish announcement is coming! Which directions might be the core of capital's attention?
Track the entire lifecycle of the main sector.
The robot concept is experiencing increased short-term volatility; can AI application directions take the lead in growth?
Track the entire lifecycle of the main sector.
Hong Kong stock concept tracking | The development of humanoid robots is expected to accelerate, and the industry chain with AI technology is highly sought after by the market (with concept stocks)
Humanoid robots are getting closer and closer to achieving real practical value.
A-shares rare earth permanent magnets sector fluctuated and fell.
格隆汇12月5日|CSI drop more than 10%, grinm advanced materials drop nearly 6%, earth-panda advanced magnetic material, chengdu galaxy magnets, jl mag rare-earth all fell sharply.
[Brokerage Focus] haitong int'l expects that the rare earth prices have completed their bottom adjustment and is bullish on the steady rise of rare earth prices.
Jingu financial news | Haitong Int'l believes that the rare earth price has completed the bottom adjustment, and the price rebound reflects the support of rare earth smelting production costs. In the environment of demand recovery, the bank is bullish on the steady upward trend of rare earth prices. The bank indicates that on the supply side, the growth rate of domestic supply indicators in 2024 is slowing down, overseas production and imports are decreasing, and supply constraints are strengthening. On the demand side, the demand for new energy continues to grow, and siasun robot&automation is expected to become the next demand hotspot. In terms of inventory, rare earth separation plants have slightly accumulated stocks, and downstream inventories have decreased year-on-year. The bank believes that the recovery in downstream demand sentiment will lead to an increase in the prosperity of rare earth downstream products such as dysprosium iron, metal praseodymium, sintered.
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